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Invoicing

Customising documents

Item rowsBy using the invoice settings panel in the invoice editor, the following columns can be added or removed from the invoice/estimate.

- Date- Quantity- Unit- VAT %- VAT total- Unit price- Row number

It is currently not possible to have more than a single VAT % per row.

Please note that it is not possible to modify column names, or remove the mention of Total including and excluding VAT at the end of documents.

The default settings can be accessed and changed under My account -> Invoice settings. Please note that it is not possible to rename the columns.

Message fieldHere you can add more detailed information about the content of your invoice, for example some specifications about your products or payment terms.

If you want to add a standard message that appears automatically on all your invoices, you can add it under My Account -> Invoicing settings.

Invoicing currencyInvoices can be issued in other currencies than the default currency you have selected.Here's how you do it:
1. Go to the Invoices tab.
2. Click Create invoice.
3. In the right-hand column named Invoice settings, click the Currency field.
4. Select the currency you want to issue the invoice in.
5. Enter an exchange rate. Zervant will automatically provide the daily exchange rate (https://openexchangerates.org/), but you can change it if you want.
6. Enter the rest of the details on the invoice and send or save itIn the invoice overview, the invoice will be listed in the default currency, but if you select the invoice, the details will show the currency it was created in as well as the corresponding value in your default currency.Please note that if you add products or services directly from your product register, and change the currency, you will have to calculate the price in the editor.

For example if you have product in the product register with the price 100€, add it to the invoice, and change the currency to USD, the price on the invoice will be 100 USD. Here you can make use of the daily conversion rate visible in the editor and manually calculate the correct price for the currency.

FootnoteLike the message field, the footnote is there for you to add additional information. Many times legal notes, laws, regulations are mentioned here.

Please note that it is not possible to have different company details after the footnote as in the top left corner of the invoice. If you wish to inform another address/email/phone number for your company, you can do it for example on the Message field or Footnote.